Laurel Wealth Advisors (California)’s Yum! Brands YUM Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio YUM Stock Details YUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$328K	Buy	2,564 +3	+0.1%	+$363	0.03%	479
2022 Q3	$272K	Buy	2,561 +3	+0.1%	+$348	0.03%	513
2022 Q2	$291K	Buy	2,558 +2	+0.1%	+$233	0.03%	503
2022 Q1	$303K	Sell	2,556 -54	-2%	-$6.65K	0.03%	577
2021 Q4	$362K	Buy	+2,610	New	+$334K	0.03%	560
2021 Q3	–	Sell	-2,304	Closed	-$265K	–	511
2021 Q2	$265K	Buy	2,304 +131	+6%	+$15.4K	0.03%	427
2021 Q1	$235K	Hold	2,173	–	–	0.04%	407
2020 Q4	$236K	Buy	+2,173	New	+$222K	0.03%	392
2020 Q1	–	Sell	-3,068	Closed	-$309K	–	450
2019 Q4	$309K	Sell	3,068 -190	-6%	-$19.7K	0.05%	337
2019 Q3	$369K	Buy	+3,258	New	+$372K	0.06%	307

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Laurel Wealth Advisors (California)'s YUM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Yum! Brands (YUM) stake by 0.12% in Q4 2022, buying an estimated $363 and bringing the position to 2,564 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #479.

Laurel Wealth Advisors (California) first reported a position in YUM in Q3 2019 and has held it in 10 quarters since. The position peaked at $369K in Q3 2019. 1,176 funds tracked by Wall St. Rank hold YUM as of Q4 2022.

Laurel Wealth Advisors (California) held 2,564 shares of Yum! Brands worth $328K as of Q4 2022.
Laurel Wealth Advisors (California) bought 3 Yum! Brands shares in Q4 2022, an estimated $363.
Yum! Brands made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #479 holding.
Laurel Wealth Advisors (California) first reported a position in Yum! Brands in Q3 2019 and has held it in 10 quarters since.
Laurel Wealth Advisors (California)'s Yum! Brands position peaked at $369K in Q3 2019.
1,176 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.